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e. Review and analyze Community Development Agency fiscal agreements for the <br />purpose of verifying tax increment projects, pass -through monies and development <br />tax increment guarantees. <br />f. Utilize City Planning and Building Agency data, including building permits with <br />assessor parcel numbers and project completion dates, to identify non-residential <br />parcels with new construction activity and provide reports for use in the City's <br />preparation of Prop 4 and 111 State Appropriation Limit calculations. <br />5. Statistical Reporting Package for Comprehensive Annual Financial Report (CAFR) <br />a. During the term of the Agreement, successful Proposer shall provide the following <br />reports annually: <br />i. Use type category summary for current fiscal year <br />ii. Property tax dollar breakdown for current fiscal year <br />iii. Roll summary for current fiscal year <br />iv. Net taxable assessed value for last ten (10) fiscal years <br />v. Assessed value of taxable property: (1) secured, unsecured, and non -unitary <br />for last ten fiscal years <br />vi. Assessed value of taxable property by category for last ten (10) fiscal years <br />vii. Top ten property tax payers for current fiscal year <br />viii. Top ten property tax payers ten (10) fiscal years ago <br />ix. Direct and overlapping property tax rates for last ten (10) fiscal years <br />x. Demographic and economic statistics for last ten (10) calendar years <br />xi. Single family residential sales value history <br />xii. Computation of direct and overlapping bonded debt <br />6. On -Going Consultation <br />a. During the term of the Agreement, successful Proposer shall serve as the City's <br />resource staff on questions relating to property tax and assist in estimating property <br />tax revenues for proposed redevelopment project areas. <br />7. Supplemental Secured Property Tax Services — Direct Assessments * <br />a. During the term of the Agreement, successful Proposer shall analyze City owned <br />property parcels within the City with regard to all direct assessments (direct <br />assessments consist of non -valuation charges on property tax statements) to <br />determine whether a reduction in one or more direct assessment charges is feasible <br />and will result in a refund recovery of amounts over -assessed and previously paid. <br />City of Santa Ana — Revenue Auditing, Recovery, Reporting, Analysis, and Legislative/State Agency <br />Liaison and Implementation Monitoring Services <br />Request for Proposals No. 20-126 <br />October 1, 2020 Page 6 <br />